Top award for local financial man
" There is no room for guesswork! Most importantly I always stay in touch to remind you that I am holding your hand every step of the way"
A Sanlam financial adviser, based in Dundee, scooped multiple awards at the recent Sanlam KZN Eagles awards function held at Natal Spa.
Included in the awards, Preyen Murugan took home, was the prestigious Champion of the year in the Junior category for outstanding performance.
Other awards were:
Winner of the top three junior advisers KZN Eagles, risk and score target achievement 2015, Roll of Honour – 25,000 tier, Top 5 Risk score KZN Eagles region, as well as entry into the exclusive Falcon club.
In addition to these awards, Preyen is also among the top 24 advisers in KZN who have won the prestigious KZN Komkamp (champ camp) competition and will be attending an exclusive gala dinner awards ceremony later this month at the magnificent Taj Hotel in Cape Town where he will receive recognition for his outstanding performance in 2015.
When asked what was the secret to his success, Preyen replied: “I don’t try to sell policies to people, instead when I meet with a client, I focus on holistic financial planning which gives the client the bigger picture regarding their financial well being.
“After becoming my client, one has a detailed understanding of how their finances will work in any scenario, be it when they retire, become disabled, or even pass away. I offer my clients the highest level of service and I work with renowned investment specialists to get you what you want. There is no room for guesswork! Most importantly I always stay in touch to remind you that I am holding your hand every step of the way”.
